You received a referral
then it went dark

Most practices and medical groups never learn whether a referral became a visit. Cync's smart automation tracks every one until it books, its outreach engine chases the patient down, and the loop closes with the sender on its own.

No IT project. No EHR change. HIPAA compliant.

Referral management and patient outreach on autopilot

Contact & qualify rate
89.2%
↑ +6.3 pts
Referral → booked rate
86.4%
↑ +6.9 pts
Completion metrics
Received84 / 89
Qualified79 / 81
Contacted70 / 70
Booked58 / 62
DAY 1
Received2h
DAY 1
Qualified5h
DAY 1
Contacted1d 4h
SAME DAY
Booked · loop closed

Nothing tells you a referral was lost

It arrived. It sat. It went somewhere else. No report you run will ever show it.

01

It arrives as a picture

Your EHR files it as an image it cannot read, so until a person retypes it, the referral is not a referral. It is paper.

02

One attempt, then nothing

The first call fails and there is no second unless somebody remembers, and between the phones and the front desk nobody does.

03

The sender never hears back

The practice that sent the patient gets no answer either, so the next referral goes to whoever does write back.

This is not demand you failed to win. It is demand you already earned and never collected.

One referral, ten days
Received by fax on Jul 22
Stalled
22
23
24
25
26
27
28
29
30
31
1
JUL 22Fax arrives. The EHR files it as a document image.
JUL 23Someone retypes it into the EHR.
JUL 27Someone calls once. Nobody answers.
AUG 1The patient is on another practice's schedule now. No one on your team will ever find out.
Book a demo

Every referral, tracked, booked, and the loop is closed

Four timed stages, inbound and outbound. Stalls surface before a patient is lost, and every booking closes the loop on its own. Nothing falls through, and nobody has to remember.

89%
Providers still sending referrals by fax
MGMA
30 min
Staff work per referral
PUBLISHED TIME STUDIES
21%
Medical groups still tracking referrals by hand
MGMA STAT POLL, 2025
01 / 04

Never miss another referral

Every fax, email and uploaded document lands in one live worklist the moment it arrives, matched to the patient and impossible to overlook. Nothing sits in a tray waiting to be discovered.

Every referral captured the second it arrives
Patient Referring practice
Angela Foster Dr. T. Nguyen, MD
Thomas Reid Dr. S. Bhatt, DO
Renee Caldwell Dr. P. Singh, MD
Luis Herrera Dr. M. Deshpande, MD
Carlos Vega Dr. K. Bauer, MD
02 / 04

Zero retyping, instant records

Cync reads whatever arrives and turns it into a clean, searchable patient record in seconds. Whoever works the queue spends the day booking patients, not keying in demographics.

From document to bookable record in seconds
Patient
Who this referral is for
Update
NameNora Patel
Date of birth1984-12-14
Phone(555) 151-4332
Address482 Juniper Ave
Apt 3B
San Jose, CA 95112
Point of contactArun Patel
03 / 04

Nothing lives in one person’s head

Who to call, what the patient prefers, what was agreed: it lives on the referral where the next person sees it. No sticky notes, no lost context, no repeated calls.

Context that never leaves the referral
Notes
Visible to your team only
Add note

Daughter handles the appointments. She is happy for us to call her instead.

Claire Reynolds · Aug 10, 5:00 PM
04 / 04

One click ends the referral

Book it, or mark it declined or unable to reach. Whichever way it ends, the stage changes, the sender is told, and the referral files itself under closed.

However it ends, the sender is told
Stage actions
Advance to Booked
Move back to Qualified
Mark unable to reach
Patient declined visit
Book a demo

Keep your systems. Keep your workflow. Book more patients

No rip and replace. No integration project. Cync picks up the work that was already falling on the floor and turns it into booked visits.

Practice channels
YOUR EXISTING LINES
Fax (555) 208-4410 Connected
Email frontdesk@email.com Connected
DEDICATED LINES, IF YOU WANT THEM
Fax (855) 213-0146
Referral email lakeside@email.com
Patient SMS (555) 171-1800
Everything lands in Inbound

Keep every number you have

Your fax, email and phone lines stay exactly as they are. Dedicated Cync lines are there when you want them.

Nobody retrains, nothing migrates

Your team works the way it did yesterday. Cync just closes what they start.

Your EHR stays the system of record

Every referral lands in one worklist. Nothing moves out of your EHR.

Other referral platforms need the practices sending you referrals to join their network first. Cync needs them to do nothing at all. They keep faxing. You stop losing.

Book a demo

Outreach is the job.
Cync's outreach engine keeps it moving

Most loops die waiting on a phone call. Cync's automation texts patients from your own number, keeps trying until someone answers, and logs everything where your whole team can see it.

One thread, zero blind spots

Every text, call and record event lives on the referral, in order. Anyone on your team can pick up a patient mid-conversation and know exactly where things stand.

Outreach that never forgets

Attempts go out on a cadence and log themselves, including the no-answers. Nothing depends on someone remembering to try again.

The front desk counts too

Patient called you instead? One click logs it, marked as from the patient. The record stays complete.

It knows when to stop

The moment the appointment is booked, the cadence ends. No patient gets chased about a visit they already scheduled.

Patient outreach
SMS and voice to (555) 171-1800
AUG 8
SMS, 1st attempt, 5:21 PM
Voice call, message delivered, 5:36 PM
AW
Can you call me after 3, im at work til then
5:51 PM
AUG 9
Noted. We will call after 3pm.
8:00 AM
CR
Voice call, answered, 3:12 PM
Spoke with patient. Offered Thu 10:15 AM with Dr. Okafor, she will confirm tonight.
3:20 PM
CR
AW
Thursday works, thank you
7:42 PM
SMS Log attempt
Outreach thread, every attempt logged

You are not losing a few referrals. You are losing half

Referral leakage is one of the most studied failures in American healthcare, and the numbers have not moved in a decade. The loss is enormous, the work behind it is relentless, and from inside the practice neither one shows up anywhere.

One year of inbound at one practice
30 referrals a week, 52 weeks, 1,560 patients sent to you.
≈780
never got on the schedule
Seen and scheduled Gone, with no record of why
1 in 2
referrals sent never becomes a completed visit
BD EMERSON, 2026
2 in 3
referrals are never documented as completed
PATEL ET AL., JGIM 2018
3 in 4
loops never fully close, with no report back to the sender
DERIVED, JGIM 2018 + 2000
$150B
lost to referral leakage in the US every year
HEALTHLEADERS MEDIA, 2025
Today
With Cync
30 min
Read the fax, key the patient in
Active work per referral. 89% still arrive by fax.
Parsed on arrival. The record is built, document attached, before anyone opens the queue.
<10%
Reach the patient
Fewer than 1 in 10 patients respond to manual phone follow-up. Reaching one takes 3 to 5 call attempts.
Outreach that keeps going. Texts and voice calls run on a cadence, at the hours patients answer.
1 in 4
Tell the sender what happened
Three in four loops never fully close. No report ever goes back to the sender.
Sent on booking. Declined and unreachable go back too, by fax or email.
21%
Keep track of where things stand
One in five medical groups still tracks referrals by hand, on paper or in a spreadsheet.
One search. Every stage carries its own timestamp, on the referral itself.

Four jobs on every referral that arrives. At 30 minutes each and forty a week, that is twenty hours of coordinator time.

A referral that goes quiet is a patient who never got seen. Cync gets them on the schedule.

Book a demo
Sources: BD Emerson, Referral Leakage Statistics and Benchmarks (2026); Patel et al., JGIM (2018); Gandhi et al., JGIM (2000); HealthLeaders Media; MGMA (2025); MGMA Stat poll (2025); HealthTalk AI / MedCura Health; time studies via medRxiv (2026) and SS&C Blue Prism.
Inbound worklist 5 open
Nora Patel Received 2m ago
Margaret Chen Received 26m
Luis Herrera Qualified 1h
Angela Foster Received 2h
Frank Delaney Contacted 4h
Day one at the front desk

Up and running in a day

Setup is a conversation, not a project. Nothing to install, nothing to integrate, nobody to retrain. Your first referral can land this afternoon.

01

Sign up

Cync assigns your dedicated lines and connects the ones you already have. Nothing at your practice changes.

02

Referrals appear

Anything faxed, emailed or uploaded to your practice lands in Inbound, parsed by smart automation into a clean patient record.

03

Loops start closing

Outreach runs, stages advance, and every sender gets a closure notice without anyone picking up a phone.

Everything around the loop

The sign-in controls your IT reviewer will ask about, and the desk work that surrounds every referral.

Ask Cync

Ask in plain language: which referrals went quiet this week, what came in yesterday, who has waited longest. The answer comes back as the actual referrals, one click from the work, not as a report to read.

Single sign-on

Nobody manages another password. Your practice signs in with the accounts it already has, through Google Workspace, Microsoft Entra ID or Okta, and the rules your admin already set apply here on day one.

Roles, not blanket access

An admin runs the practice and its channels. A coordinator works referrals and talks to patients. A read-only account, for a biller or a visiting partner, can look at everything and change none of it.

Passkeys and two-factor

Every account carries a second factor: a passkey on the device someone already unlocks with a face or a fingerprint, an authenticator app, or an SMS backup code. Recovery codes cover the day a phone goes missing.

Sessions you can end

See every place an account is currently signed in, with the device and the city beside it. When a laptop leaves with someone who left, one click ends all of it, everywhere, at once.

An activity record

Sign-ins, sign-outs, role changes and settings changes are written down as they happen and kept for the last 90 days, so the question of who changed what has an answer rather than a theory.

Told, not discovered

A referral arrives, a patient texts back, a loop stalls, someone assigns you a case. Each of those finds the person who has to act on it, so nothing waits on a coordinator remembering to check.

Search that finds the referral

Type a patient name, a sender, part of a phone number. Narrow it to open or closed, inbound or outbound, and the referral you meant is the one you land on, with its stage showing before you click.

01 / 08
Ask Cync
Answers from your referral data
Which referrals have gone quiet this week?
Three referrals have had no patient reply in over five days. All three are still in Contacted.
3 referrals
Nora Patel
No reply after 3 attempts
Contacted
Luis Herrera
Voicemail, no callback
Contacted
Angela Foster
Texted twice, nothing back
Contacted
Sign-in
Identity provider
Google WorkspaceConnected
Microsoft Entra IDAvailable
Okta, Ping, any OIDCAvailable
Sign-in policy
Require SSO for all membersOn
Email and passwordOff
Members
CR
Claire Reynolds
Admin
MTCoordinator
DW
Dana Whitfield
Read only
Two-factor
On this account
PasskeyEnabled
Authenticator appEnabled
SMS backup codeAvailable
Backup access
Recovery codes10 unused
Active sessions
MacBook Pro
Chrome, Portland OR
now
iPhone
Cync app, Portland OR
2h ago
Windows laptop
Edge, Portland OR
Aug 11
Sign out all sessions
Recent security activity
Signed inAug 14, 8:12
Role changedAug 12, 16:40
Settings changedAug 12, 09:04
Signed outAug 11, 17:55
Notifications
New referral from Dr. Halloran
4 min ago
AW
Nora Patel replied
1h ago
Margaret Chen has gone quiet
Yesterday
CR
Frank Delaney assigned to you
Yesterday
patel
Nora Patel
Referred by Dr. Halloran
Booked
Arun Patel
Sent to Northside Imaging
Closed
Priya Patel
Referred by Valley Family Care
Qualified

Cync is HIPAA compliant, and a business associate agreement comes standard. The SOC 2 audit is underway, and both programs are verifiable any time on our Trust Center.

Questions, answered

Do the practices referring to us need Cync?

No. They keep faxing and emailing exactly as they do today. When a loop closes, Cync sends them the closure notice automatically, by fax or email.

Does Cync replace our EHR?

No. Cync runs alongside it. Your EHR stays the system of record, and nothing moves out of it.

How is patient data protected?

Encrypted in transit and at rest. Access is limited by role, every account carries a second factor, and sign-ins and changes are written to an activity record.

Is Cync HIPAA compliant?

Yes, and a business associate agreement comes standard with every practice. Our safeguards are monitored continuously through Sprinto, the SOC 2 audit is underway, and both are verifiable on our Trust Center.

How long does setup take?

Most practices are live the same day. There is no integration project and nothing to install.

Can we track outbound referrals too?

Yes. Referrals you send run through the same stages, and Cync follows up with the receiving practice until you get an answer.

What does it cost?

One monthly price per practice, not per referral, so a busy month costs the same as a quiet one. Seats are included.

Can we see it with our own referral flow?

Yes. Book a demo and we will run your inbound and outbound flow end to end on synthetic data. If you sign up after, your first real referral can land the same day.

What's new

What we shipped, and what the published research says about the referrals that never come back.

All posts
01 / 06

Watch a referral close the loop

Book thirty minutes with a specialist. We'll run your inbound and outbound flow end to end on synthetic data.

DAY 1
Received2h
DAY 1
Qualified5h
DAY 1
Contacted1d 4h
SAME DAY
Booked · loop closed
Loop closed. Closure notice faxed to Dr. James Halloran.
Booked the same day. Sender notified, loop closed, nothing left on anyone's desk.